Avantax Advisory Services, Inc. Ishares Treasury Floating Rate Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 149,028 shares of TFLO stock, worth $7.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
149,028
Previous 150,241
0.81%
Holding current value
$7.52 Million
Previous $7.61 Million
0.83%
% of portfolio
0.04%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding TFLO
# of Institutions
445Shares Held
111MCall Options Held
0Put Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC25.4MShares$1.28 Billion7.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.18MShares$362 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.08MShares$307 Million0.11% of portfolio
-
Morgan Stanley New York, NY4.12MShares$208 Million0.01% of portfolio
-
Ubs Group Ag2.67MShares$135 Million0.02% of portfolio